Vendors

The Vendors list includes search, pagination, column controls, and a Vendor Type filter. Use Search vendors... to find a Vendor by its available list information. The list shows 25 rows per page by default, and you can change the number of rows displayed.

Key concepts

• Vendor Details contain the Vendor Name, Address, and Website.
• Primary Contact contains the contact person’s Name, Phone, and Email. A contact Name is required. Email is required to assign work orders or defects to a Vendor.
• Vendor Type can be Stock, Services, or both. Stock identifies a supplier for purchase orders. Services identifies a Vendor that can be assigned to work orders and defects.
• Labor Rate stores the Rate per hour ($). This value is optional and cannot be negative.
• An active Vendor appears in the normal Vendors list. Archive removes it from the active list without permanently deleting it. Use Show Archived to display archived Vendors, then use Unarchive to restore one to the active list.
• Archived Vendors can be permanently removed with Delete. Permanent deletion cannot be undone.
• When 3PM Drive is connected to another app that manages Vendor records, those records are read-only in 3PM Drive. They refresh automatically, and you must add or edit them in the connected app.

How to add a Vendor

1. Open Vendors.
2. Select Add Vendor.
3. In Vendor Details, enter the Vendor Name. You can also enter an Address and Website.
4. In Primary Contact, enter the contact person’s Name. Add a Phone number and Email address when available.
5. Under Vendor Type, select Stock, Services, or both.
6. If applicable, enter the Rate per hour ($) under Labor Rate.
7. Select Create Vendor.

The Vendor Name and contact Name are required. If you enter an Email or Phone, it must be valid. The Rate per hour ($) must be zero or greater.

Select Cancel or the close button if you decide not to save the Vendor.

How to update Vendor details

1. Open Vendors and select the Vendor you want to change.
2. Select Edit from the row actions, or open the Vendor and select Edit in the Details view.
3. Update the fields in Vendor Details, Primary Contact, Vendor Type, or Labor Rate.
4. Select Update Vendor.

The form starts with the Vendor’s existing information. You can change the Vendor Name, Address, Website, contact Name, Phone, Email, Vendor types, and Rate per hour ($).

To remove a Vendor from the active list, select Archive, review the confirmation message, and confirm Archive. To bring an archived Vendor back, turn on Show Archived, select Unarchive, and confirm Unarchive.

Tips & things to know

• Use Vendor Type to narrow the list to Stock or Services.
• Keep the Email and Phone for the Primary Contact current so the Vendor is ready when work orders or defects need to be assigned.
• A Website can be entered with or without https://; 3PM Drive makes it available as a link when you view the Vendor.
• Archived Vendors are hidden until you select Show Archived.
• In the archived list, review a Vendor before choosing Delete. Permanent deletion cannot be undone.
• If Add Vendor, Edit, or Archive is unavailable for a Vendor managed by a connected app, make the change in that connected app instead.

FAQ